2w
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Manager, Client Services
Plano, Texas, United States
OnsiteFull Time
5+ YOEAssociate's degree required, 5+ years client services/project planning experience, proficiency with Microsoft Word/Excel and Jira/Confluence, strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Jira, Confluence
2mo
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Manager, Client Services
Cincinnati or Chicago or Maumee or Plano
$70k-$86k/yr RemoteFull Time
5+ YOE2+ Mgmt5+ years in quantitative online market research; 2+ years progressive management of complex operations; 5+ years in business and project management.
2mo
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Client Services Manager - National Accounts
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yr HybridFull Time
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
Microsoft Office, Claims systems
1w
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Client Services Manager III
Plano, Texas, United States
OnsiteFull Time
5+ YOE5+ years account management experience, proven use of DASH platform, strong communication, ability to meet deadlines, manage medium-to-large accounts (>$12M).
DASH
4w
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Client Services Team Lead
Plano, Texas, United States
$145k-$165k/yr HybridFull Time
8+ YOE8+ years in finance/financial operations with client-facing experience; experience with CLOs, ABL, structured finance, onboarding; team building and leadership; proficiency in Excel; bachelor's degree required; excellent communication and organizational skills.
Microsoft Excel
2mo
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Director of Client Services
Richardson, Texas, United States
OnsiteFull Time
7+ YOE2+ MgmtBachelor's degree; 3-5 years in mutual fund/financial printing/fulfillment; 7 years in client service; supervisory/leadership experience.
2w
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Client Delivery Manager
Plano, Texas, United States
$83k-$153k/yr RemoteFull Time
4+ YOEMinimum 4+ years in project management or SAP operations and customer-facing/service management roles; bachelor’s degree required; travel ~20%; strong stakeholder, communication and engagement skills.
SAP HANA Enterprise Cloud, SAP, Solution Manager ALM
6d
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Client Support Manager
Plano or Buffalo Grove or Chicago or Philadelphia or Dallas
$79k-$89k/yr HybridFull Time
3+ YOEBachelor's degree preferred, 3+ years building or managing client relationships, excellent communication and relationship-building skills.
2mo
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Asset & Wealth Management Operations-Client Services-Associate-Dallas
Dallas, Texas, United States
OnsiteFull Time
3+ YOEBachelor’s degree; 3 years client service experience preferred; strong analytical, organizational, and teamwork skills; detail-oriented and fast-paced.
1mo
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Client Service Coordinator
Plano, Texas, United States
$15-$20/hr OnsitePart Time
Providing professional client and pet service, managing client flow, completing documentation and transactions, promoting wellness plans and hospital services, scheduling appointments, and performing basic administrative and cash-handling tasks.
1mo
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Portfolio Client Partner
Plano, Texas, United States
$126k-$179k/yr HybridFull Time
5+ YOE5+ years client-facing experience in consulting or IT professional services, experience managing client P&L > $10M, strong client management and financial acumen, proven portfolio and sales leadership, proficient with Gmail/Google Calendar/Google Drive.
Gmail, Google Calendar, Google Drive
1mo
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TM Client Support Specialist
Port St Lucie or McKinney or Charlotte
OnsiteFull Time
2+ YOEHigh school diploma/GED, 2 years related experience (Treasury Management, commercial call center, or client service); Microsoft Office proficiency, Treasury Management knowledge, excellent communication and customer service skills.
Microsoft Office
3mo
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Client Director (on-site)
Plano, Texas, United States
OnsiteFull Time
10+ YOE10+ years in customer success/client services/account management (SaaS or hospitality tech), enterprise account strategy, team leadership, executive stakeholder management, contract negotiation, and driving retention and revenue expansion.
POS, loyalty programs, online ordering, restaurant analytics, AI
3w
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Client Service Analyst
Allen, Texas, United States
OnsiteFull Time
2+ YOECollege degree, 2–3 years experience (ecommerce/direct-to-consumer preferred), strong communication, business analysis, Excel/Word/PowerPoint skills, and ability to manage client communications and produce reports.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Receptionist - Client Service Specialist
Rockwall, Texas, United States
OnsiteFull Time
High school diploma or GED, computer proficiency, age 18+, ability to manage appointment check-ins, schedule appointments, greet clients, and communicate triage and discharge information.
1mo
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Client Relationship Specialist
Plano, Texas, United States
$48k-$54k/yr OnsiteFull Time
5+ YOE5 years escalation/customer service experience in financial services preferred; high school diploma required; Microsoft Office proficiency; strong communication, organization, and account-management skills.
Microsoft Office
1mo
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Development Services - Development Manager
Plano, Texas, United States
OnsiteFull Time
10+ YOELead commercial land development lifecycle for multiple projects; requires 10+ years' land development experience, bachelor's in a related field, proficiency with MS Office and project tools, strong client and team leadership.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MS Project, Smartsheet, Microsoft Teams
6d
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Director, Client Success
Plano or Columbia or Indianapolis or New Orleans or United States
RemoteFull Time
5+ YOE2+ Mgmt5+ years senior leadership experience with 2+ years managing managers, deep benefits administration or HR tech/SaaS experience, data fluency, management development skills, and US work eligibility.
HubSpot, Monday.com, TrakStar
1w
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Client Service Analyst III
Louisville or Charlotte or Birmingham or Lenexa or Cedar Falls or Allen or Springfield or Monett
RemoteFull Time
4+ YOE4+ years in financial institutions or related finance roles, asset/liability management or financial reporting experience, ability to perform software installations, consult at C-suite level, and travel up to 10%.
3w
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International Private Client Adviser (US Based) - Canadian Clients
Plano, Texas, United States
OnsiteFull Time
2+ YOECFA Level 1 or higher, 2+ years in financial services with 24 months portfolio management in last 5 years, bachelor's degree, sales and client persuasion skills.
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